Wealth Client Experience & Operations Lead

Pinionglobal; Kansas; On-site; USD 27,552 - 48,216; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401k/profit sharing

Paid time off and holidays

Flexible work arrangements

Paid parental leave

Job summary

Pinion Wealth is seeking a client-focused operations specialist who guides clients through complex account openings with care and precision, while building strong relationships through clear, timely communication.

You will support financial advisors, master CRM tools, and own operational excellence in a fast-paced environment, balancing accuracy with momentum and a high-touch client experience.

Qualifications

• 3+ years of operations experience in wealth management and/or executive-level administrative experience.
• Strong organizational, communication, and relationship-building skills, with a proactive mindset.
• Comfort with technology and CRM systems; proficiency in Microsoft Office Suite.
• High attention to detail, confidentiality, and follow-through.
• Ability to thrive in a fast-paced, high-volume environment while maintaining quality and professionalism.
• A natural curiosity and drive to learn, ask questions, and grow.
• Ability to multitask with accuracy while keeping the broader client and business goals in view.

Responsibilities

• Provide front-to-back operational support for complex account openings, ensuring onboarding is complete and accurate.
• Become a trusted contact and deliver exceptional client experiences through high-volume communications.
• Support financial advisors by preparing client review materials and maintaining account documentation.
• Own operational excellence by mastering CRM tools and proactively resolving client service issues.
• Demonstrate initiative by learning, asking questions, and seeking process improvements.
• Multitask effectively while maintaining accuracy and seeing the big picture.

Skills

Operations experience

CRM systems

Microsoft Office Suite

Relationship-building

Tools

CRM software

Office software

Job description

Pinion Wealth is seeking a client-focused operations specialist who guides clients through complex account openings with care and precision, while building strong relationships through clear, timely communication.

You will support financial advisors, master CRM tools, and own operational excellence in a fast-paced environment, balancing accuracy with momentum and a high-touch client experience.